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Kondo Wealth Advisors

Latest statistics and disclosures from Kondo Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITOT, AVUV, VGIT, AVDV, IDEV, and represent 58.10% of Kondo Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VGIT, SO, MSFT, DFSD, DFSV, IDEV, ITOT, XOM, VTIP, CVX.
Started 5 new stock positions in MRK, XOM, SO, CVX, DFSV.
Reduced shares in these 10 stocks: CAT, Dimensional Etf Trust, AVUV, KLAC, INTC, GE, DFIV, HD, LRCX, WFC.
Sold out of its positions in Dimensional Etf Trust, GE, HD, INTC, KLAC, LRCX.
Kondo Wealth Advisors was a net buyer of stock by $2.7M.
Kondo Wealth Advisors has $300M in assets under management (AUM), dropping by 0.34%.
Central Index Key (CIK): 0002070929

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Portfolio Holdings for Kondo Wealth Advisors

Kondo Wealth Advisors holds 74 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	18.3	$55M		330k	166.28	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	12.1	$36M		309k	117.77	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	9.8	$29M	+4%	518k	56.66	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	9.2	$28M		254k	109.38	View chart
Ishares Tr Core Msci Intl (IDEV)	8.7	$26M		293k	89.48	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	6.2	$19M		467k	39.72	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	5.2	$16M	+3%	339k	46.47	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.7	$11M	+2%	224k	49.22	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	2.9	$8.8M		106k	83.03	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.8	$8.5M	-2%	153k	55.86	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.5	$7.6M		139k	55.00	View chart
Dimensional Etf Trust Us Small Cap Etf	1.7	$5.1M		66k	77.42	View chart
Apple (AAPL)	1.5	$4.4M		13k	333.09	View chart
Cathay General Ban (CATY)	1.0	$3.0M		51k	59.50	View chart
Carvana Cl A (CVNA)	0.9	$2.8M		45k	62.54	View chart
NVIDIA Corporation (NVDA)	0.8	$2.4M		10k	228.38	View chart
Microsoft Corporation (MSFT)	0.8	$2.3M	+46%	4.4k	513.05	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.7	$2.1M		22k	97.21	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.6	$1.8M	+2%	73k	24.43	View chart
Dimensional Etf Trust Us Targeted Vlu	0.5	$1.5M		22k	66.45	View chart
Amazon (AMZN)	0.5	$1.4M		5.8k	249.15	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$1.4M		19k	76.41	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$1.3M		45k	30.00	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$1.2M		15k	81.16	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.2M		1.5k	765.87	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.4	$1.1M		15k	73.65	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$979k		7.2k	136.04	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$875k	+2%	12k	72.87	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.3	$862k		23k	37.90	View chart
United Parcel Svcs CL B (UPS)	0.3	$795k		8.5k	93.44	View chart
Southern Company (SO)	0.3	$782k	NEW	9.4k	82.89	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$769k		2.2k	344.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$726k	-2%	2.1k	340.74	View chart
Walt Disney Company (DIS)	0.2	$709k		6.8k	104.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$699k		944.00	739.97	View chart
JPMorgan Chase & Co. (JPM)	0.2	$695k		2.1k	331.03	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$682k		7.0k	96.88	View chart
Marsh & McLennan Companies (MRSH)	0.2	$661k		3.9k	170.73	View chart
Morgan Stanley Etf Trust Calve Index Etf (CVIE)	0.2	$657k		7.9k	83.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$630k		1.3k	497.95	View chart
Broadcom (AVGO)	0.2	$628k		1.8k	351.19	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$601k		2.2k	277.90	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$595k	+5%	6.1k	97.26	View chart
Meta Platforms Cl A (META)	0.2	$575k	-9%	793.00	725.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$562k		737.00	762.63	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.2	$521k		5.5k	94.65	View chart
Tesla Motors (TSLA)	0.2	$458k	-17%	1.3k	354.81	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$444k	+14%	18k	25.13	View chart
Micron Technology (MU)	0.1	$429k	+4%	403.00	1065.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$409k		3.3k	125.29	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.1	$409k	+2%	9.6k	42.56	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$393k		1.6k	248.04	View chart
Costco Wholesale Corporation (COST)	0.1	$386k		423.00	911.80	View chart
Astrazeneca Ord (AZN)	0.1	$379k		2.3k	161.47	View chart
Dfa Invt Dimensions Group In U.s. Sml Cp Val (DFSV)	0.1	$358k	NEW	9.5k	37.47	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$356k		6.4k	55.32	View chart
Eli Lilly & Co. (LLY)	0.1	$318k	+2%	275.00	1157.78	View chart
Advanced Micro Devices (AMD)	0.1	$318k	+4%	520.00	611.76	View chart
Verizon Communications (VZ)	0.1	$293k	-5%	6.4k	45.87	View chart
Cisco Systems (CSCO)	0.1	$279k		2.6k	107.63	View chart
Johnson & Johnson (JNJ)	0.1	$255k		962.00	265.00	View chart
Bank of America Corporation (BAC)	0.1	$247k		4.5k	54.45	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$247k		5.7k	43.30	View chart
Caterpillar (CAT)	0.1	$244k	-60%	301.00	810.79	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$239k		2.1k	112.82	View chart
Wal-Mart Stores (WMT)	0.1	$235k		2.3k	103.96	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$235k	NEW	1.4k	162.75	View chart
Wells Fargo & Company (WFC)	0.1	$231k	-33%	2.9k	80.05	View chart
Spdr Index Shs Fds St Dow Globa Etf (RWO)	0.1	$230k		5.0k	46.42	View chart
Chevron Corporation (CVX)	0.1	$230k	NEW	1.1k	204.21	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$214k	-13%	470.00	456.19	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$214k		5.2k	41.43	View chart
Merck & Co (MRK)	0.1	$214k	NEW	1.5k	145.31	View chart
Goldman Sachs (GS)	0.1	$209k		232.00	900.36	View chart

Past Filings by Kondo Wealth Advisors

SEC 13F filings are viewable for Kondo Wealth Advisors going back to 2025

Kondo Wealth Advisors 2026 Q3 filed Oct. 19, 2026
Kondo Wealth Advisors 2026 Q2 filed July 21, 2026
Kondo Wealth Advisors 2026 Q1 filed May 11, 2026
Kondo Wealth Advisors 2025 Q4 filed Jan. 30, 2026
Kondo Wealth Advisors 2025 Q3 filed Nov. 5, 2025
Kondo Wealth Advisors 2025 Q2 filed July 29, 2025
Kondo Wealth Advisors 2024 Q4 filed June 11, 2025
Kondo Wealth Advisors 2025 Q1 filed June 11, 2025

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